**Trustees' Annual Report for the period**
Period start date Period end date 01 April 2023 31 March 2024
**From To**
## Section A Reference and administration details
**Charity name** Family Matters York **Other names charity is known by** 1088274 **Charity's principal address** St Chad’s Church, Campleshon Road, York **Postcode YO23 1EY** ~~—~~
**Other names charity is known by**
**Registered charity number (if any)** 1088274
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
||||||
|---|---|---|---|---|
|Dates acted if not for whole|Name of person (or body) entitled|
|Trustee name|Office (if any)|
|year|to|appoint|trustee|(if any)|
|1 Mrs Jill Ross|Co-Chair|
|2|Mrs Joanna Bloss|Co-Chair|
|3|Mr Howard Landon|1 April 2023 – 14 August 2023|
|4|Mr Luke Hale|
|5|[Dr Linsay ]|
|Cunningham|
|6|
|7|
|8|
|9|
|10|
|11|
|12|
|13|
|14|
|15|
|16|
|17|
|18|
|19|
|20|
|ae|
|Names of the trustees for the charity, if any, (for example, any custodian trustees)|
**----- End of picture text -----**
**Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**
**Name**
**Address**|||
|**Accountant**|Peter Taylor|36 Alwyne Grove, York YO30 5RT|
||||
||||
||||
## **Name of chief executive or names of senior staff members (Optional information)**
Mrs Kath Weston
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Trust Deed
Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted
- (eg. trust, association, company)
Appointment by trustees meeting in accordance with Declaration of Trust Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The objectives of the organisation are the advancement of public education in matters concerning marriage, parenting, family life and relationships, with a view to strengthening and enriching family life. The charity continues to work actively towards its objectives.
**TAR**
March **2012**
2
In setting the objectives and planning the activities for the year, the trustees have given careful consideration to the Charity Commission's general guidance on public benefit at the trustees’ meetings. The following activities for the public benefit in York and the surrounding area have been undertaken this year:
- Six different parenting courses exploring parenting in the early years, the primary years, and the teenage years; parenting children with additional needs; handling anger in the family; and supporting child emotional wellbeing. All of these courses have taught parents how to
- **Summary of the main** recognise problem areas, to reflect on their practice, and to use tools **activities undertaken for the** and strategies to improve communication or the handling of difficult **public benefit in relation to** situations and to enrich family life. •
- **these objects (include within** The delivery of a mentoring service (called Reconnect) supporting **this section the statutory** couple relationships, through which client couples meet with a **declaration that trustees have** support couple over five sessions. Couples learn from the experience **had regard to the guidance** of their mentors and are shown, through role play and examples, how **issued by the Charity** they can strengthen their relationship. Topics discussed include love **Commission on public** languages and the importance of showing affection; how to recognise **benefit)** the causes of conflict and ways to manage it more effectively; and strategies for improving communication.
- A number of events aimed at couples in committed relationships which provide information and prompt private discussion between two partners on the following topics: commitment, connection, collaboration and cherishing each other.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
This financial year has seen some staffing changes with the departure of the General Manager in October 2023. We were grateful to have the services of an interim manager while we recruited for a new permanent Charity Manager, who started in March 2024. The team also moved office in September 2023 and we have been made to feel very welcome at St Chad’s Church in York. In total this year we have served 251 individuals. This has been achieved through the following: • 17 parenting courses (3 of which were delivered online), covering 6 different topic areas, which directly benefitted 181 parents (we estimate that for every parent who attends a further 3 people were impacted, making a total of 543 indirect beneficiaries). • Six couples embarking on our Reconnect mentoring service. • Four _Time Out for Couples_ events attended by a total of 58 individuals. Our provision continues to be well received and to make impacts on local families. Eighty-three per cent of parents who attended our parenting courses over this financial year reported an improvement in their relationship with their children, and 92% felt more confident in their parenting since starting on one of our courses. We invite all participants to provide feedback to inform the development of our provision and to understand our impact. Here is a selection of participants own words about the difference made by attending our courses and events: _‘Things are calmer – we’re more consciously topping up our son’s selfesteem and checking in on ourselves and our own anger in response to his anger outbursts.’_ (Parent) _‘I am more aware of what is going on and better able to understand my children’s behaviour.’_ (Parent) _‘We communicate a lot better with the skills learnt on the course which has eased family life.’_ (Parent) _‘My youngest teen is communicating more openly and says we "get her" now.’_ (Parent _‘I now see us very much as a team, making decisions that are best for us and not individuals. We are happier and more in love.’_ (Couple) _‘We have become more open and honest and listening to each other. The relationship has improved.’_ (Couple) _‘Less phone time. More couple time. More listening, less judgement.’_ (Couple) This year has been an important one for programme development, in our work with parents and couples. After launching the _A Mind of Their Own_ parenting workshop on emotional wellbeing in March 2023, we have run it successfully a further two times. It has also been expanded to form a three-week course following service user and facilitator feedback about needing more time to cover topics in depth. Over the course of the year, we have partnered with a York school and a multi-academy trust (which runs six primary and secondary schools across the city) to offer taster
**TAR**
March **2012**
4
Section D Achievements and erformance p
sessions of two of our parenting courses, immediately followed by the respective full course. The taster sessions were limited to school parents, but the full courses were open to anyone living in the York area. This enabled us to respond to schools’ concerns about some of their families’ support needs and to ensure our provision remained accessible to all. We continue to work collaboratively with a number of schools and churches to meet the needs of their communities.
Regarding our offer to couples, we have developed and launched a new resource for couples wanting to invest in their relationship. We wanted to make it easier for couples to engage with our support and were aware that our Reconnect mentoring programme of five sessions seemed, to some, like a big step. To help bridge this gap we now provide single session events called _Time Out for Couples_ . These evening events provide an opportunity for couples to sit together at a private table and discuss the ideas presented from the front (a mixture of spoken and video content). We successfully ran our first event in June 2023 with three further sessions throughout Autumn 2023 and January 2024.
In August 2023 we launched our new branding and website. We worked hard with a graphic designer through Spring 2023 to develop a visual representation of our charity’s identity, reflecting our aims of supporting people to feel more connected with one another and providing them with the tools to strengthen their relationships. We have also worked to increase our online presence and level of engagement on our social media channels.
We have had the valuable support of many volunteers throughout the year through their roles facilitating parenting courses, mentoring couples, and in administration. Some of our services would struggle to run without our dedicated volunteers. This year saw the development of the role of the ‘Parenting Co-Facilitator’, which is designed as an intermediate step towards becoming a lead Parenting Facilitator. The full facilitator training is costly and an investment worth making if our volunteer facilitators are committed to the role. However, we wanted to offer volunteers the option of trying the role first, through the co-facilitator role. Our Parenting Support Lead delivered the first co-facilitator training in February 2024.
**TAR**
March **2012**
5
**Section E Financial review** ~~ee~~
## **Brief statement of the**
**charity’s policy on reserves**
It is the current policy of the charity to maintain unrestricted funds at a level which equates to at least three months’ unrestricted expenditure. This provides sufficient funds to cover management and administration and support costs. Unrestricted funds were maintained at least to this level throughout the year.
**Details of any funds materially**
**in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
From April 2023-March 2024 our principal sources of funds were:
- Grants – awards from The National Lottery Community Fund, York Common Good Trust, The Albert Hunt Trust and the Feoffees of St Michael’s Spurriergate.
- Gifts from regular donors.
- Gifts from donor churches.
- Donations from service users.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## ~~eee~~ **Section F Other optional information**
## **Section G Declaration** ~~eee~~
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Joanna M Bloss Jill R Ross **Position (eg Secretary, Chair,** Co Chair Co chair **etc)** ~~ee ee~~ **Date** 14 11 24 ~~|~~
**TAR** 6
March **2012**
||**Family Matter York**|**Family Matter York**||||**No 1088274**|**No 1088274**||||
|---|---|---|---|---|---|---|---|---|---|---|
||**Receipts andpayments accounts**||||||||**CC16a**||
|**For the period**
**from**
~~ee~~|||01/02/2023||**To**||31/03/2024||||
|**Section A Receipts and payments**|||||||||||
||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**||**Total funds**||**Last year**||
||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**||
|**A1 Receipts**|||||||||||
|General Income|**12,033**||**-**||**-**||**12,033**||**11,679**||
|Grants|**23,000**||**-**||**-**||**23,000**||**53,000**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
|**_Sub total_**_(Gross income for_
_AR)_|_AR)_**35,033**||**-**||**-**||**35,033**||**64,679**||
|**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**35,033**
**-**
**-**
**35,033**
**64,679**
~~——————~~|||||||||||
|**A3 Payments**|||||||||||
|Staff Costs|**44,080**||**-**||**-**||**44,080**||**43,794**||
|Office Rent|**2,100**||**-**||**-**||**2,100**||**1,652**||
|ParentingFacilitators|**1,435**||**-**||**-**||**1,435**||**3,259**||
|Marketing|**700**||**-**||**-**||**700**||**700**||
|Professional fees|**839**||**-**||**-**||**839**||**1,186**||
|Office Costs|**2,543**||**-**||**-**||**2,543**||**1,620**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
|**_Sub total_ **|**51,697**||**-**||**-**||**51,697**||**52,211**||
|**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**51,697**
**-**
**-**
**51,697**
**52,211**
~~——————~~|||||||||||
|**_Net of receipts/(payments)_**
**- 16,664**
**-**
**- - 16,664**
**12,468**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**-**
**- -**
**-**
**-**
**_Cash funds this year end_**
**- 16,664**
**-**
**- - 16,664**
**12,468**
~~=====>>~~|||||||||||
CCXX R1 accounts (SS)
03/12/2024
1
## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**
**Restricted**||**Endowment**|
|---|---|---|---|---|---|
|**Categories**||**Details**|**funds**
**funds**||**funds**|
||||**to nearest £**
**to nearest £**||**to nearest £**|
|**B1 Cash funds**|**32,480**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**32,480**
**-**
**-**
**_Total cash funds_**
Bank Accounts
~~—_——~~|||||
|||(agree balances with receipts and payments|(agree balances with receipts and payments|||
|||account(s))|Agreement Error
OK||OK|
||||**Unrestricted**
**Restricted**||**Endowment**|
||||**funds**
**funds**||**funds**|
|||**Details**|**to nearest £**
**to nearest £**||**to nearest £**|
|**B2 Other monetary assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~===>~~|||||
|||**Details**|**Fund to which**
**asset belongs**
**Cost (optional)**||**Current value**
**(optional)**|
|**B3 Investment assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~===~~|||||
|||**Details**|**Fund to which**
**asset belongs**
**Cost (optional)**||**Current value**
**(optional)**|
|**B4 Assets retained for the**
**charity’s own use**|~~= ~~||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~===~~|||
||||**Fund to which**
**Amount due**||**When due**|
|||**Details**|**liability relates**
**(optional)**||**(optional)**|
|**B5 Liabilities**|**-**
**-**
**-**
**-**
**-**
~~===~~|||||
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print Name||Date of
approval|
||||Jill Ross|||
||||||14/11/2024|
||||Joanna Bloss|||
||||||14/11/2024|
CCXX R2 accounts (SS)
03/12/2024
2
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** Family Matters York
**On accounts for the year** 31 March 2024 **Charity no** 1088274 **ended (if any) Set out on pages** 7,8 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/03/2024** .
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
**Signed: Date:** 14/11/24 **Name:** Peter Taylor ~~Cs~~ **Address:** 36 Alwyne Grove York YO30 5RT
**October 2018**
1
**IER**
**Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**October 2018**
2
**IER**